We meet with our clients between 2 and 3 times per year on average with some clients preferring more frequent meetings.
Becoming a Client
We meet with our clients both in-person in our Westborough office and virtually via web meeting, whichever clients prefer.
Yes. That percentage is based on the mix of investment strategies that you choose.
Yes. The fee is determined based on the complexity of your financial situation, and since financial planning is an ongoing process, that fee is assessed annually.
Yes, your advisor is always available to communicate either via phone or email as needs or questions arise. There is no additional cost for that level of service.
How do I know my advisor is staying on top of market developments and managing my portfolio accordingly?
Because Cadence manages client portfolios actively, you can rest assured that your portfolio is adapting to changes in the markets both before and as they happen. In addition, we publish “Cadence Clips”, our monthly letter to clients to make sure that we are communicating these developments along the way.
If you’d like to receive more information or ask a question about our services, please submit the form below and we’ll get back to you as soon as possible.